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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
2551
Torrey-Payne Wealth Management
California
$839K +$3.9K +12 +0.5%
EIG
2552
Ellenbecker Investment Group
Wisconsin
$837K +$64.1K +197 +9%
W
2553
Wealthquest
Ohio
$836K +$79.4K +244 +11%
ACM
2554
Accent Capital Management
Ohio
$835K -$394K -1,211 -34%
IRAG
2555
Investment Research & Advisory Group
Georgia
$834K -$4.23K -13 -0.6%
SPF
2556
South Plains Financial
Texas
$834K +$976 +3 +0.1%
PCM
2557
Park Capital Management
Wisconsin
$834K +$33.8K +104 +5%
RAM
2558
Ramirez Asset Management
New York
$833K -$325 -1 -0%
BOM
2559
Bank of Marin
California
$831K -$27K -83 -3%
CFCS
2560
CDM Financial Counseling Services
Connecticut
$831K -$25.7K -79 -3%
TFA
2561
Tobias Financial Advisors
Florida
$829K +$651 +2 +0.1%
JCM
2562
Jacobsen Capital Management
Utah
$827K -$39.7K -122 -5%
HCMG
2563
Howard Capital Management Group
California
$826K -$105K -323 -12%
DG
2564
DMC Group
Alabama
$825K -$19.8K -61 -3%
CCT
2565
Capital City Trust
Florida
$825K -$10.4K -32 -1%
BWM
2566
Bernicke Wealth Management
Wisconsin
$823K -$9.11K -28 -1%
VIA
2567
Vickerman Investment Advisors
Washington
$823K – – –
AAMG
2568
AMG Asset Management Group
Georgia
$822K -$49.1K -151 -6%
CW
2569
Cornerstone Wealth
Tennessee
$820K -$3.25K -10 -0.4%
CL
2570
CPWA LLC
Oregon
$820K +$8.46K +26 +1%
OWA
2571
Opal Wealth Advisors
New York
$820K +$9.76K +30 +1%
OKSA
2572
O'Keefe Stevens Advisory
New York
$818K +$17.6K +54 +2%
HC
2573
Hamilton Capital
Ohio
$818K -$183K -564 -20%
FMP
2574
Financial Management Professionals
Texas
$818K +$35.1K +108 +5%
FFL
2575
Future Fund LLC
Illinois
$818K +$9.76K +30 +1%
101 102
103
104 105